MICROSOFT DYNAMICS 365 FOR SALES

Go beyond sales management software by bringing digital intelligence into each deal to better predict your customer’s needs-and deliver the personal attention that builds relationships and revenue.

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Turn relationships into revenue

Grow your business. Increase revenue while reducing acquisition cost using intelligent insights, sales CRM, and business processes.

Stay focused. Reduce distractions and know where to prioritise to maximise performance in fast-paced sales environments.

Win faster. Work smarter, be more productive, and collaborate through sales management software.

Marketing CRM

Actionable insights

Focus and act on the right priorities

Take action with confidence. Derive meaningful intelligence from large amounts of complex data to deliver simple to understand, actionable insights that are in context of the customer relationship.

  • Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence.
  • Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health and risk so you know the best action to take next.
  • Build trust with customers and increase opportunities by offering relevant product recommendations.
  • Engage your customers in more personalised effective ways through customer intelligence.

Personal engagement

Know your customer better than they know themselves

Understand customer behaviour, trends, and potential value. Your sales team will be ready to build and develop customer relationships, regardless of how customers engage with you.

  • Gain insights from email interactions with your customers and know which contacts will be most receptive.
  • Create more high-quality leads by using sales software and social media to identify and act on buying signals.
  • Reveal specific information about accounts and opportunities based on email, calendar, and Dynamics 365 data.
  • Easily collaborate and share conversations, events, notes, and sales content with colleagues-even if they aren’t using Dynamics 365 for Sales.
Service CRM
Social CRM

Customer management

Spend more time selling and less time on administration

Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales processes through a highly intuitive interface and Microsoft Office-embedded capabilities.

  • Work where and how you want to, managing customers and deals using familiar, preferred tools.
  • Recruit, onboard, and strengthen your partner channel through deeper enablement and activation.
  • Work on the go — anytime, anywhere – with rich, mobile apps that provide contextual news, social data, and task flows.
  • Know what steps to take next to close deals faster by using process automation and a guided sales process.

Sales performance

Create a culture that nurtures success

Accelerate your sales performance with real-time analytics based on historical data and predictive information. Inspire, onboard, coach, and motivate your team to achieve more through fun, engaging competitions.

  • Get answers fast using dashboards, contextual charts, and Power BI Q&A for natural language queries.
  • Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time.
  • Ease onboarding and align sales behaviour through sales management software and interactive help and documentation.
Social CRM
Social CRM

Build authentic, personal relationships

Use LinkedIn to connect with the right people

Combine LinkedIn Sales Navigator and Dynamics 365 for Sales to unify your social and sales data to identify the right leads and connect with them through personalised engagement. Increase win rates by finding key decision makers from over 500 million LinkedIn members.

  • Focus on the right people with predictive lead scoring.
  • Find every member of the buying committee.
  • Discover the best path to reach each buyer for a stronger response.

Engage at scale

Through a unified view of your relationships, get contextual information and data-driven insights to efficiently navigate the sales process and move the relationship forward -no matter what stage buyers are at.

  • Synchronise relevant relationship data across LinkedIn Sales Navigator, Dynamics 365, and Office 365.
  • Successfully navigate the sales process with contextual guidance and help.
  • Recommend the next best action to nurture relationships.
Social CRM
Felicity Sutton, CRM Manager
“Crimson’s straightforward approach has ensured successful adoption.”Felicity Sutton, CRM Manager

Get the most from your investment in Microsoft Dynamics 365

As an established Microsoft Gold Partner that’s part of the $1B global Harvey Nash Group, Crimson gives you the confidence to move forward with your project.

Establish the business case to win hearts and minds

Our team can help you clarify and focus your goals, help you get buy-in to your project, and gain the proactive support of your peers.

Rapid prototyping that unlocks value

Say goodbye to big bang, risky projects. Crimson quickly builds prototypes so your team can begin realising the opportunity sooner.

Bite-sized project approach that drives user adoption

We break up larger projects into smaller chunks. We get your users involved so they feel part of the process, while still juggling their day job.

Accelerators that get you there sooner

Crimson has industry-specific and cross-industry processes that minimise software development time and help you squeeze more from your investment.

Discover what Microsoft Dynamics CRM can mean to you with Assess to Progress

Crimson unites people, processes and technology, unlocking the value of technology investments. We invite you to apply for Crimson’s Assess to Progress workshop, where you get to evaluate how Microsoft Dynamics CRM could add value to your organisation.